The Essential Hub of our Financial Planning Community.


We empower financial planners by connecting them with the resources necessary to elevate their community impact.

What can we connect you with today?

Tip: the menu items reflect Stakeholders.  The Connect! Menu option is the Chapter Event Calendar.  The dropdown menu option is the Community Calendar.

2025, by Quarter

Strategic Plan Dashboard

345 Chapter Members (FPA categories)


Q1 (Mar 31st):  322

Q2 (Jun 30th):

Q3 (Sep 30th):

Q4 (Dec 31st):

9 Chapter Partners


10

3 Catalyst Firms


2



Culture & Engagement Dashboard

%

Members Attending 1 Event Annually


- creating WA DB

Advanced Search

- creating WA

DB Advanced Search



#

Volunteer Hours

Inc Fin Literacy, Advocacy


N/A

Need to create measurement tool

N/A

Need to create measurement tool



#

Unique Hubble Visitors

In a Quarter


16

AO 5/19:  12



#

Active/Willing Volunteers



144 




Future: Missing/Not Yet Actively Coordinated/Implemented/Counted:

  % of Members completing/sharing an OCAI Culture Assessment


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